Welcome to Business! My email is missamy@lapazschool.org. I look forward to managing the school store with you in the upcoming year!
June 23: Interviews
Schedule:
Jake Jacobs: Estudios Sociales
10:45: Alejandra
11:00: Samuel
11:15: Joshua
11:30 Henry
Daniel Courtney: Soyla
10:45 Seth
11:00: Mayan
11:15: Ana Barbara
11:30: Fausto
Matt Goldberg: Miss Erika's office
10:45: Rafaela
11:00: Sebastian
11:15: Willa
11:30: Hazel
Mr. Abel: His office
10:45: Mileidy
Make sure to be dressed and ready for your interview 5 minutes before your time. You will need to have your resume printed and ready to hand to the person that is interviewing you.
Here is the rubric that the interviewers will be using tomorrow:
When you are not interviewing: Work on CAS assignments
June 22: Finalize CAS homework.
June 21:
Interviews will be during Business on Friday from 10:45-11:55. Please bring business attire clothing and a clean copy of your resume.
I need your resume today in my inbox inorder to send a copy to the person that will be interviewing you. I will create a schedule tonight.
Need to finalize:
Financial: XERO entries, bank deposits, $ earned and where the donation is going to go.
Final money counts.
Presentation fro the 9th grade and schedule for the week that we are out. Presenting after lunch to the 9th grade and creating stations that will teach them aobut running the store.
Clean and organize store.
Call providers to let them know our schedule.
Reflection of work these last 2 weeks.
June 14:
David is your substitute!
Meditation for the first few minutes.
David will present a presentation of his work history and how he worked in the business world.
If there is time work on the store and also the presentation for the 9th grade.
Thanks and have fun!
June 9:
8-minute meditation
Finance work on counting money from last 2 days and enter pictures of receipts and receipts into Xero.
Compare the money made to the POS system.
Make presentation for the 9th grade.
Starting with tips to run a successful store.
What could your class have done better?
Human Resources: What was your job and how did you do it?
Scheduling. Reviews. Operations: Names and Phone numbers of the vendors.
List of top 10 items in the store.
List of bottom 10 items sold in the store.
Storage/Order schedule/cleanliness.
POS System
Product Finance: Xero document, how much change needs to be in the cash register, how to count in the morning and weekly, safe, deposits.
Marketing: Passwords for the different pages.
What worked and what didn't
Product
June 7:
Spark:
Create a list of 10 tips for the 9th grade to run a successful school store.
Finance: Sebastian, Rafa, Mayan, Seth, Samuel
Enter all necessary items into Xero. Teach Seth how to do it.
Write training manual for the 9th grade.
Count money
Tell me how much money we have made each week since the first of the trimester.
Operations: Joshua, Henry,
Clean and organize store.
Clean and organize bodega.
Order? How many more weeks and how many bags and boxes do we have to sell?
Top 10 items that we sell.
Human Resources:
Create an activity for tomorrow CCP class.
Give feedback to your team.
Marketing:
Create posters for the new products.
Post on Facebook and Instagram.
Team A and Team B will need to sit down and plan their weeks. What was successful and what needed work?
May 26:
Finance will meet with Sarah Starkey to train with her on Xero (Mayan, Sebastian, Rafaela) Create deposit for Jake to make to the bank.
Operations: Clean and organize the store. Let pro know that we will not be in school next week. Create an order for Dipo next week. Clean up the tablet. Create data charts from our sales.
Human Resources: Give feedback to workers in your group.
Marketing: reflection on the scavenger hunt. Did it work? Create posters to show what will be sold next week.
Team A: Reflection on this week and meeting
Team B: Create a schedule for next week and meet to hold people accountable.
May 16:
Science test for first 30 minutes. Then come and find me.
Activity: SPARK:
What can I do today to make my group more efficient TODAY? Who can I communicate with in an effective and growth mindset manner in order to move my group forward?
Work in groups.
Finance group needs to tell us the revenue results from the first weeks of the trimester so we can see if the changes have made a difference and how the groups are working. Count money, update Xero, create deposit. Marketing group update Facebook, Instagram, and Newsletter in order to promote the store. Create signs to promote the new products. Human Resources group plan activity for tomorrow's class, make everyone is working effectively and efficiently. What are the groups doing well? What do they need to work on? Operations group create orders for Pro and Dipo. There are very few nuts in the store. Clean and organize. Make sure that the tablet is updated. Create a working document on how to use the tablet.
Team A:
Focus on this week:
Create a team goal and write it down.
Figure out how you did the first week of the competition financially.
Schedule of offering posted in school and on Facebook for the week.
Make sure that everyone knows the schedule.
Make sure that everyone is aware and clear about what the team is doing and participating.
How are you communicating with each other? What is working and what is not working?
What do you need to order from your vendors?
How do you get the members of your team paid for their contributions?
How is your human resources team helping you become a better team?
Xero.
Team B:
Reflection of what worked and what didn't work for last week.
Figure out how you did the first week of the competition financially.
How was your teamwork last week? Did everyone work together to create success?
I saw that the store was not always covered after school. What happened and how do you make sure that doesn't happen next week?
Create your schedule for next week.
Create your product schedule for next week.
Figure out how you will communicate with the rest of the school so that it drives them to come to the store during snack and after school.
What products do you need?
Xero.
May 3:
Before the competition started the average week for the school store was 107,000.
Team A: Work on schedule for next week. Record your sales for last week.
Team B: Evaluate what is working and how your team is working together.
Operations: Enter product into the tablet. Order from Dipo if needed.
Marketing: Update facebook and snapchat. Send out a press release to the community about the school store changes.
Finance: Xero with Jennifer and count money.
Human Resources: Create feedback forms.
Mileidy: take the factura to Jennifer so that the school can pay the bill. If the hats are done then Jake will pick them up from Hang Ten.
April 28:
Team A can now send me a document about what went well, what stayed the same and what was successful.
Team B can work on a structured plan for next week that outlines their strategies. They can start their marketing to the community.
Fausto: Find the number that we are competing against. 4 weeks of sales revenue and divide by 4.
Willa: Marketing project for the hat.
Sebastian: Fill in Xero with Mayan and Rafa watching.
Mileidy: Operations. Make sure that Pro and Dipo come to the store.
How do we make sure that people don't steal the product in the surf bodega?
The team with the largest percentage increase over average weekly sales from last trimester will win a pizza lunch.
Each team will have an alternating 5 weeks time frame.
The store still needs to run smoothly so each person is assigned to a job of overall Marketing, Human Resources, Finance, and Operations.
In order to increase sales, teams are allowed to creatively look for other markets and new products.
The finance department will report earnings each week during class on Tuesday.
The operations department needs to make sure to keep the store stocked of the top 10 selling snacks in The Store.
Today:
Create a schedule for the store for next week only using the members of Team A. Send this schedule to the teachers.
Brainstorm ideas for increasing market share.
Decide on 2 or 3 items that your team can feasibly do for the upcoming week to increase sales and market share.
Create a plan to develop the products that involve all members of the team using their skill set and availability.
Create marketing initiatives that will help promote your new initiatives. (Advertisements, announcements, posters, interactive games, word-of-mouth, social media)
April 18:
SWOT analysis
SWOT Analysis: Strengths, Weaknesses, Opportunities, and Threats.
Strengths: Internal factors that are favorable compared with competitors, examples are strong brand loyalty, highly skilled workers. Strengths help the business achieve its objectives. Strengths need to be developed and protected. Weaknesses: Internal factors that are unfavorable when compared with rivals, they create competitive disadvantages. Weaknesses are therefore likely to prevent or delay the business from achieving its goals. To remain competitive, the business needs to reduce or remove its weaknesses. Opportunities: External possibilities for future development, changes in the external environment that create favorable conditions fro a business. Threats: External factors that hinder the prospects for an organization, they cause problems for the business.
Advantages
Disadvantages
Completing a SWOT analysis can be simple.
It is rather simplistic and does not demand detailed analysis.
It has a wide range of applications.
The model is static whereas the business environment is always changing, so the shelf life of SWOT is limited.
SWOT analysis helps to determine the organization's position in the market and therefore aids the formulation of business strategy for its long term survival.
The analysis is only useful if decision-makers are open about the weaknesses and willing to act upon them.
It encourages foresight and proactive thinking and decision-making.
SWOT analysis is not typically used in isolation. Better decisions are made if more information is available, so other strategic tools are also used.
It can help reduce the risks of decision-making by demanding objective and logical thought processes.
SWOT analysis for this class:
Remember, a SWOT analysis is more than just listing internal and external factors. The next step is to analyze the factors and develop some strategies that we can implement in order to make our learning experience an enjoyable and productive one. In other words, address the following questions:
How can we capitalize the strengths that our team and our teacher has to offer?
How can we overcome some of the weaknesses that come with a second-year course?
How can we exploit the opportunities that a second-year course offers?
What might be some of the threats that come with a second-year course? What can you do to reduce those threats?
Review our corporate strategy.
Strategically plan for the next step.
Assess our opportunities.
Look at competition?
What is the risk?
Strengths
Weaknesses
Unique Selling Point
Brand awareness and brand loyalty
Market share/market dominance
Corporate image and reputation
Accreditation, endorsement or support
Product quality
Geographical location
Value for money
Limited sources of revenue
Escalating costs of production
Poor cash flow/liquidity problems
Higher prices than competitors
Demotivated or unproductive workforce
Limited sources of finance
Lack of space
Restricted product range
Location
Opportunities
Threats
Economic growth
Weakening exchange rate
Technological developments/innovations
Market growth
New markets or locations
Demographic and social lifestyle changes
Government spending programs
Mergers and acquisitions
New entrants in the market place
Economic downturn (recession)
Inflation
Pressure group action or protest
Social, environmental or legal issues
Negative media coverage or publicity
Unfavorable changes in seasons and weather
Outbreak of infectious disease
SWOT Analysis for you!
What would you say is your greatest skill or ability?
Which academic subjects do you earn the best grades in? Which subjects do you struggle with?
What essential skills (research, social, communication, thinking, self-management) do you do best? What essential skills do you need to improve?
What do your friends or parents always compliment you on? What do your parents or guardians tell you need to improve upon?
Were you ever surprised when you were good at playing the piano or playing basketball or finishing a specific school assignment?
March 16:
Daniel presentation about logos.
Get ready for the Board of Directors presentation next week. Practice practice practice. Henry, Fausto, Willa, Sebastian, Mileidy.
Ana Barbara and Rafa finalize notecards for Miss Amy and class.
Operations clean and organize store.
Fausto and Willa will take on the role of organization along with introduction/conclusion and transitions.
Henry or Loona will talk about motivation.
Mayan or Hazel will talk about working with Xero and the way that they are keeping track of the money.
Joshua, Samuel or Ale will talk about operations and the struggle to keep inventory under control.
Rafa or Ana Barbara will talk about different strategies to develop a better team.
Sebastian or Miliedy will present the original artwork and the new product.
Seth will create all the graphs.
Daniel will bring the logo that he is presenting today.
Sebastian and Mileidy will lead the creative effort to design a surf board as a class.
Community interviews document for CAS. Homework for next week.
March 9:
Rafa and Ana Barbara with a 10 minute activity.
Loona will present her motivation theories to the class.
Class will take notes because we will have a quiz on Friday about her theories and Henry's.
Take the motivation test. http://www.seemypersonality.com/personality.asp?p=Motivation-Test#q1
Ways to motivate myself in the upcoming weeks.
Willa and Fausto: Work on the Board of Directors presentation. Who will be working on the presentation? Meeting will be on the 21st.
Daniel: Logos and other promotional mix ideas.
Seth: Graphs graphs graphs.
Rafa and AB: Starter Game. Feedback cards. How to use Loona and Henry's motivation theories to motivate our groups with projects. mileidy and Sebastian need to order our hats and have our artwork complete with the class buy in. Seth needs to have graph information for Fausto and Willa. Daniel needs to have his logos and ideas for a promotional mix in a clear presentation by next Thursday. Mayan and Hazel need to have all the financial information ready for the board presentation. Operations needs to have clear data on inventory, what sells, what doesn't and how much do we order? So, how are they all doing?
Mileidy, Sebastian: Hats and art.
Operations: Fill store and take inventory and clean!!!
Feb. 28:
Stations:
Willa and Fausto: analyze data collected in order to make sure that the tablet is working correctly.
Create an outline of the questions that will be answered for the Board of Directors presentation along with a clear guide on how to answer these questions and by whom.
Daniel can work on promotional mix and logo. Make sure to have 3 different logos ready to show the class next Tuesday and explain how you came up with the logos, what they mean and why they fit the store. Loona and Henry: can work on your presentations. Loona, yours is due on Tuesday next week and Henry yours is due Thursday, March 9th. Seth can work on graphs of our best selling items for the presentation or another graph that the team would like to see. Rafa and AB starter game for the class. Train any students that were not here on Friday on the tablet. Observe students that are working in group. Write your observations on feedback cards. Create a Human Resource plan for next trimester. Ale, Joshua, and Samuel: Work in the store, create and show me the lists of items that need to be ordered based on specific facts from the tablet.
Creativity Station: Mileidy, Sebastian and anyone else that wants to work on the hat logo. Look at logos created last week. Have at least 4 different logos that represent the class and have La Paz '19 inside them to show the class.
Listening station:
Operations team after counting. Use my computer.
Answer these questions:
Did you find this podcast inspirational and why?
What aspect of his story most interested you and why?
What connections can you make to your life?
What questions do you have about an aspect of the podcast that was business related? (example: sources of finance)
Feb. 24:
Stations:
If you need to work on your aspect of the business you may go and work on it today.
Daniel: work on promotional mix and logo. Make sure to have 2 different logos ready to show the class and explain how you came up with the logos and what they mean. Loona and Henry: can work on your presentations. Loona, yours is due on Tuesday next week and Henry yours is due Thursday, March 9th.
Fausto can work with Willa to see if the system is working well. Spend snack using a paper tally system while the team uses the tablet. Then cross check the 2 systems. See where the problem lies. Seth can work on graphs of our best selling items for the presentation or work on the artwork for the hat. Rafa and AB can work on their feedback forms and start to give feedback.
Creativity Station:
Mileidy and anyone else that wants to work on the hat logo. Here is an inspirational site that you can use to spark your creativity but you should look up ideas yourself. https://www.pinterest.com/search/pins/q=how%20to%20design%20a%20hat%20logo&rs=typed&term_meta[]=how%20to%20design%20a%20hat%20logo%7Ctyped
Or think about a new PE shirt and design. See if you can come up with a logo that the school will like and a shirt that will work for PE.
Listening station:
Operations team after counting. Use my computer.
Answer these questions:
Did you find this podcast inspirational and why?
What aspect of his story most interested you and why?
What connections can you make to your life?
What questions do you have about an aspect of the podcast that was business related? (example: sources of finance)
Feb. 16:
Marketing: Check in with Miss Amy. What are the new items and how are we creating the artwork?
Where is the surf wax?
Human Resources: Start the class with a group activity and then start creating the feedback cards for the students about their job performance.
Finance: After the opening activity check for understanding about how to count money after the day is over and why we are doing it this way.
Operations: Work with the team to find the best sellers and make sure that we are ordering for that demand. We need to have what people want on hand and stop ordering the items that people do not want. I want to see reports for the top 10 best sellers and how many on average that we sold this trimester. Then I want to see the bottom sellers as well. Create an order for next week with pro. Take inventory with Willa and Fausto.
Daniel: Show me the first 3 elements of your marketing mix tomorrow.
Seth: Show me your first graphs and let's talk about what is next!
Loona and Henry: Your presentation is due next week. Tell me how you are doing!
Feb. 9th:
Grand new plan! Thank you for your honest feedback about the class and your role in it!
Marketing: Sebastian and Mileidy
Your job: Promote new and existing products. Create new initiatives fro the store that will generate revenue. (example: wax or hats) How you will do that:
Source new products from outside vendors and design creative artwork to highlight our mission and values.
Utilize our social media platforms and morning meeting to communicate with our customers.
Find innovative ways to increase sales by reaching new customers or increasing customer purchases.
Human Resources: Rafa and Ana Barbara
Your job: Create new schedule and communicate with teachers. Give one on one feedback to each member of the group.
Operations: Ale, Samuel and Joshua Your job: organize store, order inventory, understand stock turnover and what are our best sellers, merchandising of the store, work with marketing to give the products that are selling the best to Daniel and the marketing team in order to be promoted. How you will do that:
Call Pro before snack on Monday
Call Dip and Bioland on Wednesday
Work with Willa and Fausto to create a clear understanding of the reports from the tablet
Clean and organize the store on a consistent basis
Generate reports from the POS for the other groups (Fiance and Willa and Fausto)
Finance: Mayan and Hazel and Seth
Your job: Maintain concise records of all monetary transactions
How will you do that?
Count all money from sales
update spreadsheet and Xero with all inputs and outputs
Work with Willa and Fausto to understand our profit margins
Seth your job is to put all this into graphs and spreadsheets for our final Board of Directors presentation. I need to see a graph created every day that we have business about something related to finance and operations. (Or if you want to get creative HR or marketing...)
Loona and Henry (separately) will create a presentation for the 12th grade and 10th grade, including activities, due in 3 weeks about motivational theories:
Daniel: Promotional Mix
Create a promotional event for the school that enhances the positive image of The Store.
Promotional mix: Utilizes Above the Line Promotion (ATL) and Below the Line Promotion (BTL).
Above the line promotion: is any form of paid-for promotional method through independent mass media sources to promote a business. Below the line promotion: is the use of non-mass media promotional activities, allowing the business to have direct control. No commission has been paid to external media agencies. Branding, Slogans, Logos, Packaging, Word-of-Mouth promotion, Direct marketing, Sales promotions, Point of Sale promotion, publicity.
When deciding how to come up with a promotional mix use the acronym AIDA: Attention: The promotional mix should raise the awareness of the product by getting the attention of existing and potential customers. Interest: The promotional mix should stimulate and keep customers interested, perhaps by using sales promotion or a memorable and interesting slogan. Desire: The mix should generate a desire of feeling of "need" for the product. Action: It is vital that the promotional mix encourages customers to take action. (Buy the product, use the voucher or coupon etc.)
Look at this power point and watch the videos that are attached. Generate a clear understanding of promotional mix and the vocabulary surrounding the concept today.
January 31:
Marketing:
Where specifically are you buying the hats from? (what company?)
How much do they cost?
How much is shipping?
How many are we buying?
What colors are you ordering?
What is your idea for the logo?
Do you have different ideas that you need to present to the class? Do you need help from the class or an outside source?
Who specifically is screen printing the hats?
Do you have a quote on how much the screen printing will be per unit?
Do you have the size or the area that can be screen printed?
How many colors can you use in the process? Do more colors change the price?
How much are you going to sell the hats for in The Store?
Are you planning on selling this item at other locations around the community in order to increase sales?
How will you promote this product to your customers or attract new customers?
What is your marketing plan?
Who is your market? What are their demographics? (age, ability to buy, other important traits)
What are you suggesting our product line should consist of? What do you believe will sell and why? How can you predict this? (Research, charts, graphs...)
January 26:
Human Resources will present in the beginning of class.
Marketing to talk about hat purchase...
Work in groups.
Human Resources: Overall goal is to improve productivity and efficiency through feedback, clear expectations and teambuilding exercises. 1. Resume observations. 2. Officially announce rules which apparently were not known. (No eating in Store, no phones in Store)3. Present rubric. Marketing: Overall goal is to improve customer image of The Store while improving sales through increased customer numbers, better margin products and brand loyalty. 1.Start promoting the store again in social medias and work on our public image.
2.Find a company where we can buy our hats.
3. Decide the way we will attract more costumers.
4. Use the drawings that were generated by the class last week and work on creating a customized image that the class agrees upon.
Operations: Overall goal is to increase productivity and margins by sourcing product that is popular with customers and creating efficiency in inventory management.
• work with finance to understand inventory sales and profit
• Re- stock
• Update the tablet
• Call Dipo and Pro/ ask for new products/ confirm they're coming
• Clean The Store* Remerchandise The Store
Finance:Overall goal is to create systems that will track financials on a consistent basis and give a clear picture into the profitability of The Store.
Work on spreadsheets for daily and monthly cash flow, profit and loss statement, paid outs and inventory tracking with operations.
Count money.
Enter all transactions into Xero.
January 24: Human Resources: Overall goal is to improve productivity and efficiency through feedback, clear expectations and teambuilding exercises. 1. Resume observations. 2. Officially announce rules which apparently were not known. (No eating in Store, no phones in Store)3. Present rubric. Marketing: Overall goal is to improve customer image of The Store while improving sales through increased customer numbers, better margin products and brand loyalty. 1.Start promoting the store again in social medias and work on our public image. 2.Find a company where we can buy our hats. 3. Decide the way we will attract more costumers. 4. Use the drawings that were generated by the class last week and work on creating a customized image that the class agrees upon.
Operations: Overall goal is to increase productivity and margins by sourcing product that is popular with customers and creating efficiency in inventory management. • Finish re- writing the boards • Re- stock• Update the tablet• Call Dipo and Pro/ ask for new products/ confirm they're coming• Clean The Store Finance:Overall goal is to create systems that will track financials on a consistent basis and give a clear picture into the profitability of The Store.
Work on spreadsheets for daily and monthly cash flow, profit and loss statement, paid outs and inventory tracking with operations.
Count money.
Enter all transactions into Xero.
January 17: Each Monday the business teams need to post a list of the items that they are working on...
Jan.12:
Human Resources:
Presentation about performance appraisals
Find a way to incentify and motivate people. Meet with the finance team to ask for a certain amount of funds after you have a clear plan of how you are going to use this money. Copy me on the plans. What is the goal of the store and the students in it? Maybe have them answer questions about why we are here...
Marketing:
What are your new ideas to find and attract new customers, communicate with more people or encourage people to buy more in our store. Please put these together and prepare a presentation for the class for next Thursday.
Decide what type of merchandise we are going to design art for: t-shirt, hat, mug etc. Create a power point to let the class know why you made that choice.
Operations:
All sales need to be entered into the system from the last 3 days
Please designate the responsibilities that your team will have and send me and your Human Resource team the list of job titles for your team. They will need to know who is ultimately in charge of the jobs and can check to see if they are completed in a timely manner.
Contact Bioland or any other providers that you were looking into last year for new products.
Understand that your group is ultimately in charge of making sure that we have the right product in the right place at the right time.
Do you want to make a product to sell for variety and customer need?
Operations: List sent by Willa * Contact pro first thing Monday morning * Contact Dipo and order for Thursday* Organize store once we have new products* Set up tablet (Tablet will be here next week...)* Meet up with finance about margins and potential new productsList updated by me:
All sales need to be entered into the system from the last 3 days
Please designate the responsibilities that your team will have and send me and your Human Resource team the list of job titles for your team. They will need to know who is ultimately in charge of the jobs and can check to see if they are completed in a timely manner.
Contact Bioland or any other providers that you were looking into last year for new products.
Understand that your group is ultimately in charge of making sure that we have the right product in the right place at the right time.
Do you want to make a product to sell for variety and customer need?
Finance: Did not get list...
Count money for the deposit and create funds for ordering merchandise and change.
We need to buy a safe from PriceSmart. Samuel will be in San Jose this weekend...
Finalize all of your finance systems that you are creating and prepare a presentation and training for the rest of the team.
Create and share your spreadsheets with your team, Miss Amy and the operations person that will be your liaison. (Daily log of what you make, log for paid outs when we purchase our merchandise, log for taking change.
We deposited $1489 into the bank account today. We need to keep a copy of the receipt for our records.
This week Mileidy, Joshua, Sebastian, and I will be recovering the lost passwords of the stores social media accounts. Tuesday we will announce that students will no longer be able to chew gum on the campus. Thursday we will have a presentation ready to present in the beginning of class and also announce our suggestion box for new products. List updated by me: * Once you have recovered passwords, what are you going to do with the accounts?
What are your new ideas to find and attract new customers, communicate with more people or encourage people to buy more in our store. Please put these together and prepare a presentation for the class for next Thursday.
Decide what type of merchandise we are going to design art for: t-shirt, hat, mug etc. Create a power point to let the class know why you made that choice.
Human Resources: Did not get list...
Create a rubric/performance appraisal for the students working in their groups during class and working in the store. How will you effectively give them feedback on their work? How will you give each other feedback? How will you communicate and hold each other accountable for your jobs?
Find a way to incentify and motivate people. Meet with the finance team to ask for a certain amount of funds after you have a clear plan of how you are going to use this money. Copy me on the plans.
Create a schedule of when you will be observing and giving feedback to your peers. Share that document with me.
Jan. 5:This trimester each group will send me a list of jobs that they need to complete for the week. This is due every Monday by 3:00pm.
Operations:
Fausto will teach you how to use the POS System and have you download it onto your phones. He will teach you how to enter in items to the system. (Inventory) He will turn over the responsibility of this to you today.
All sales need to be entered into the system from the last 3 days.
All phone numbers need to be shared with the entire operations group so that they can communicate with outside vendors.
A person from this team needs to be the contact person for the finance team so that you can work together to show sales of product by day/week/month and discuss margins, what is selling well and what is not, etc.
Please designate the responsibilities that your team will have and send me and your Human Resource team the list of job titles for your team. They will need to know who is ultimately in charge of the jobs and can check to see if they are completed in a timely manner.
Cleanliness and organization also fall under your group. How to manage this?
Finance:
Today Fausto will work with the Operations group to teach the POS System to the team.
Count money for the deposit and create funds for ordering merchandise and change.
We need to buy a safe from PriceSmart. Does anyone know anyone going?
Finalize all of your finance systems that you are creating and prepare a presentation and training for the rest of the team.
Create and share your spreadsheets with your team, Miss Amy and the operations person that will be your liaison. (Daily log of what you make, log for paid outs when we purchase our merchandise, log for taking change.
Marketing:
Decide on how you will communicate to the students that we will not sell gum in the store. I know it was a little confusing today when Miss Kenia spoke but we need to be the ones that discuss with the students.
Make sure that you have all passwords for the marketing platforms of the school store.
What are your new ideas to find and attract new customers, communicate with more people or encourage people to buy more in our store. Please put these together and prepare a presentation for the class for next Thursday.
Decide what type of merchandise we are going to design art for: t-shirt, hat, mug etc. Create a power point to let the class know why you made that choice.
Human Resources: Henry,
*Create a rubric/performance appraisal for the students working in their groups during class and working in the store. How will you effectively give them feedback on their work? How will you give each other feedback? How will you communicate and hold each other accountable for your jobs?
Decide who is the leader of your group and who is responsible for what jobs. Communicate that to me via email today.
Find a way to incentify and motivate people. Meet with the finance team to ask for a certain amount of funds after you have a clear plan of how you are going to use this money. Copy me on the plans.
Create a schedule of when you will be observing and giving feedback to your peers. Share that document with me.
Jan. 2: New groups:
New schedule:
Take time to review what the duties are of each group.
November 16: Homework:if you did not finish in class please send me your resume by Sunday November 19. Resume building.
Give back feedback on each personal statement. Start google documents for their final resume each student needs to send it to me.
SKILLS What skills do you have that you can back up with actual knowledge.
So we are going to answer the question: What am I good at?
Then write a specific occasion that you have used these skills successfully.
Make concentric circles and we will start practicing your speeches for your interviews.
Joshua presentation
Work in groups
Nov. 3:
Finance: Label Ziplock Bags (if we have them) and present new policy for ziplock bags if so Recount money in register Count money from past 2 days Rewrite $40 sign to make it easier to follow. Make new petty cash log.
Human Resources:
Go over feedback forms.
Understand the working day of the students in different groups, how will you give feedback to them during class?
Make sure that feedback is given directly. Meet with me on this...
Working conditions.
Operations: Designate jobs again. Joshua: write down your schedule on a calendar for the rest of the year with any holidays/days off or field trips that you know about. Understand how many boxes of chips we need to have on hand and create orders around that. Fausto will you help with this? No bake items: Make the recipe that you have the ingrediants for. To through the tablet and work with finance to understand if the POS system is working.
Marketing: Look for new items that the store can carry.
Look at new ideas for selling merchandise at a different time or place.
What are the items that students want and what can you provide?
Look over the answers from the survey and see if there are any ideas there.
Instagram
Ana Barbara is still working on the video.
Oct. 27: If you haven't sent me your personal profile statement make sure to send it to me in the format below. We will print them out and work on them first thing in class tomorrow.
Then: Finance needs some help so I am going to allocate some workers to that team today.
Finance: Count all bank money Make new sign for “We do not accept under 25? or 50? colones” Talk with operations about spending Compare profit with operations Label Ziplock Bags (if we have them) and present new policy for ziplock bags if so Recount money in register Count money from past 2 days Rewrite $40 sign to make it easier to follow. Make new petty cash log.
Human Resources: Go over feedback forms. Understand the working day of the students in different groups, how will you give feedback to them during class? Make sure that feedback is given directly. Meet with me on this...
Working conditions.
Operations: Designate jobs again. Joshua: write down your schedule on a calendar for the rest of the year with any holidays/days off or field trips that you know about. Understand how many boxes of chips we need to have on hand and create orders around that. Fausto will you help with this? No bake items: Which ones are you going to make and when will you bring the ingredients? This needs to be a priority as the store can use some new products.
Marketing:, I need a couple of you to help finance today. Ale, Loona, Willa and maybe Seth. Ana Barbara, start working on your story.
Oct. 25:Homework: Send me your personal profile statement on a google doc Monday night.
Who I am. What I have done. Where I want to go.
Separate these lines by using blue for Who I am. Red for What I have done. Green for Where I want to go. Self-check that they are all there.
Next circle your adjectives. Work with a partner to make sure that your use of adjectives makes sense.
Proactive: (of a person, policy, or action) creating or controlling a situation by causing something to happen rather than responding to it after it has happened.
What happened yesterday?
Marketing team (Loona and Seth) to present their survey to the class in order to decide if the questions will meet our needs. Then they will post the survey for the community.
Ale and Willa will present their plan for promoting the store through Facebook and Instagram.
Ana Barbara will start work on her commercial.
Human Resource Team:
Create the performance reviews for the individual teams utilizing the job descriptions below and talking to each team to see what they are working on now.
If you are still doing interviews with employees here is a survey that you can use if you would like. It will take much less time if you distribute a survey and then compile the information after.
Finance:
Henry, we need more envelopes. I haven't made it to AM yet to get the ziplock bags...
Count the money and enter the numbers into the spreadsheet.
Reconcile the orders with the receipts and fill out the petty cash log and reconcile.
Work with the operations team to see if we can compare inventory to the cash.
Income statement.
Operations:
Are we cooking today? If so, make sure to bring the ingredients.
Clean and organize store.
Reconcile inventory.
Work on new product ideas.
In Bilingual pairs look at the adjective list and make sure that everyone knows what the words on the page mean.
Seth-Mileidy, Jordan-Ana Barbara, Reed-Ale, Daniel-Loona, Reed-Samuel, Fausto-Hazel, Martina-Henry, Mayan-Joshua
Then look at the list and choose one or two words that you would use to describe yourself and why.
Now mingle around the room until I say stop. Find a partner. Take two minutes to find a word that describes them and why. Write it on their paper. Repeat.
Using these 3-4 words write a sentence about yourself that describes you, who you are in terms of your background and experience.
Writing CVs.
Today everyone will write your personal profile. The personal profile is located at the top of the CV right under your contact details.
This will give the reader (the person that will hire you) the sense that you are talking to them even if you are not in the room. You are pointing out the highlights of your resume.
It needs to be concise.
The first sentence should describe who you are; the second sentence should present a summary of your skills and experience and the final sentence should explain your personal career target.
It should be written in the first person.
Here is my example:
I am a highly motivated, hardworking manager and trainer with 19 years retail management experience. I have worked in fast-paced, high grossing retail environments. I am seeking a position where my skills will make a positive impact on the organization and the customers being served.
Examples of words that describe you:
able
highly skilled
highly motivated
knowledgeable
reliable
creative
hardworking
versatile
confident
flexible
competent
enthusiastic
effective
qualified
adaptable
energetic
creative
honest
innovative
organized
dependable
Oct. 13:
The Human Resources team will be presenting the performance review form and the expectations inside the store when working.
Operations:
Continue to work on how and when we will be selling homemade goods in the store.
Clean and restock the store.
Create order forms for Joshua and Moritz. Make sure that they are aware which days the different products are delivered and when they need to have the order and money ready for the delivery.
Work with the finance team to reconcile the inventory.
Work with your team to double check the inventory. (Samuel)
Human Resources:
After presentation create schedule of when the reviews will be done. Practice giving reviews to me. :)
Then work on reviews for during class in their groups.
Fiance:
Count money.
I am so sorry but you will need to count the money in the green bag again. Oh boy.
Update spreadsheets and reconcile inventory.
Make more envelopes.
Marketing:
Ana Barbara: work on commercial.
Seth and Loona: market research survey.
Ale: look for new products.
Oct. 11: Homework due to me by the beginning of class. What is your role in your group? What are you in charge of and when will you be completing the job that you are assigned? How will you complete it?
Operations: Send me the list of who is responsible for what jobs.
The plan for the new items should be rolled out today. Do you need to communicate with the other groups? Send me the google document with: Who will make the items. When will you make them? What you need to make the items and how they will be obtained. When will you sell them? How will you sell them? How will you promote them?
How are the relationships with our vendors? Do we need to restock any of our products? Do we need any different products? Where will you find them?
How is the new inventory system working? What is working? What are some challenges?
Do we have all prices in our system? What are our margins? Can we work with the vendors to bring them up?
Human Resources: Meeting with me.
You created your store review form. On Thursday you will present to the class your expectations and how it will be communicated and graded.
Complete your functions of business review forms. Marketing, Finance and Operations. I will make the HR form. This will be included in your presentation on Thursday.
The store is being left in a manner that is unacceptable. There are boxes all over, food left in bags, the tablet incorrectly put away and the money haphazardly counted. How will you handle this? Have you been observing during snack? What are the consequences?
Finance: How do you make sure that the employees in the store are held accountable for financial responsibility?
Spreadsheet for the petty cash done by Reed.
Financial policies that need to be reviewed by your HR team and agreed upon.
Count money from last week.
Income statement updated.
Spreadsheet for expenses and income updated.
On weeks that we do not have 2 hours, during lunch one day the finance team needs to count the money.
Meet with Operations to discuss new products. Marketing:
Seth and Loona: Market research questions due today. Need to meet with Martina to make sure that operations signs off on the information needed.
Willa and Ale: They have sent me an update about how and when the facebook page and Instagram will be updated. Need to create accounts and start working on content. Meet with a member of operations to understand the new direction of the product and when to expect it to start.
AB: Work on commercial for the store.
Oct. 6:
Intro To Business Agenda
Date/Time: Oct. 6, 2016 12:35-1:45
Location: Estudios Sociales
Objective: Students will work in groups to fulfill responsibilities of the business function.
12:35-12:45 Any necessary communication:
Finance will go over the necessary steps to count the money. Daniel will need to decide if he is comfortable with the situation now.
Each person should have something that they do over the course of the week to move the school store forward. This is your homework. Are you working on your tasks for the store outside of class? What is your responsibility during the week?
Any questions?
12:45- 1:45: Each group will work to further their responsibilities in the school store while collaboratively making a clear to-do list that we can use in future agendas. Assignment for the day: Create a list of items that your group needs to complete in the upcoming weeks with names of people responsible and dates to be completed by.
Operations: Essential question: Which products are going to be feasible to carry in the store on an ongoing basis? What ingredients do we need? How will we buy them? When will we make them? Who will make them? How will we sell them?
Create a plan for the above questions.
How are the relationships with our vendors? Do we need to restock any of our products? Do we need any different products? Where will you find them?
How is the new inventory system working? What is working? What are some challenges?
Do we have all prices in our system? What are our margins?
Finance:
Meeting with Sarah Starkey. Make sure to come to class with the money and the totals from the end of last week.
Items to discuss with her:
1. How to keep track of the money made every week.
2. Where to deposit the money that we make every week.
3. Is there a way to interface the operations system with the finance system?
4. See if she can help with the income statement.
Create an income statement that shows our REVENUE and our Cost of Goods Sold and our Gross Profit.
Count money from this week and reconcile with the operations team's numbers.
Create a document that outlines the procedures for the money in the school store.
Upcoming items for finance: balance sheet and cash flow documents.
Marketing:
Your essential questions are: What are other ways that businesses speak to customers? Who is your audience?
Market research. Create a survey that the students can fill out in order to find other products that they would like to see in the store.
Working with operations, which recipes were the best for the store? What prices did you decide to charge?
How do you start the year with a store presence in our community? What do you think that they want to know or hear about your store? What have you done so far that is newsworthy? How do you communicate with your audience? (What platforms and in what way?)
Human Resources:
Your essential question: How do you give feedback to the other students in your class consistently and without bias?
Create a performance appraisal form that is for working in the school store and a performance appraisal form that is for working in groups. These need to be created in google docs and you will need to do a presentation next week to make sure everyone knows what they are going to be reviewed on.
Create a schedule for your team to observe and give feedback to the other members of your class.
Sept. 27:
Don't forget your homework. Bring a recipe that you would like to use to sell at the school store.
Intro To Business Agenda
Date/Time: Sept. 27, 2016 12:35-1:45
Location: Soyla
Objective: Work in groups to fulfill responsibilities of the business function.
12:35-12:45 Any necessary communication:
We will be going on a field trip Thursday, Sept. 29 to my house. Hand in your recipes Tuesday that you believe that we can make AT SCHOOL. We will make these at my home on Thursday. (This means no bake recipes.) You will need to know the ingredients and the amount necessary.
Any questions?
12:45- 1:45: Each group will work to further their responsibilities in the school store while collaboratively making a clear to-do list that we can use in future agendas. Assignment for the day: Create a list of items that your group needs to complete in the upcoming weeks with names of people responsible and dates to be completed by.
Operations:
Accumulate all the recipes and decide which we will make at Miss Amy's house on Thursday. Create a grocery list for Miss Amy. Are there any special needs to think of with the new recipes? What do we need at school to be able to make these? How will we schedule the time? Who will be responsible? Are these recipes feasible?
How are the relationships with our vendors? Do we need to restock any of our products? Do we need any different products? Where will you find them?
How is the new inventory system working? What is working? What are some challenges?
Do we have all prices in our system? What are our margins?
Finance:
Count all the money that we have for Sarah. Then make sure that we have the final numbers Friday night that are exactly what we have on hand in the store and the bank. We also need to be ready with our numbers for Sarah next Thursday when you have a meeting with her about the new financial system.
Create an income statement that shows our REVENUE and our Cost of Goods Sold and our Gross Profit.
Understand this link: http://smallbusiness.chron.com/figuring-out-prices-baked-goods-74641.html, before Thursday so that you are ready to figure out costs. Make sure to have calculators, computers and paper to do this job.
Marketing:
Your essential questions are: What are other ways that businesses speak to customers? Who is your audience?
How do you start the year with a store presence in our community? What do you think that they want to know or hear about your store? What have you done so far that is newsworthy? How do you communicate with your audience? (What platforms and in what way?)
Human Resources:
Your essential question: How do you give feedback to the other students in your class consistently and without bias?
Create a performance appraisal form that is for working in the school store and a performance appraisal form that is for working in groups.
Sept. 22: Intro To Business Agenda
Date/Time: Sept. 22, 2016 12:35-1:45
Location: Estudios Sociales
Objective: Train all associates on financial best practices and train all associates on the new Point of Sale system that the operations team has put into place.
12:35-12:45 Any necessary communication:
We will be going on a field trip next Thursday, Sept. 29 to my house. Homework for Tuesday is to find a recipe that you believe that we can make AT SCHOOL to make at my home. (This means no bake recipes.) You will need to know the ingredients and the amount necessary so that on Tuesday we can create a shopping list of all we will need.
Any questions?
12:50 – 1:10: Financial team will give a presentation on how to close the "register" after each snack period.
1:10-1:30: Operations team will introduce the class to the new inventory system. How does it work? What are the policies surrounding the equipment? What is your role when using the system? 1:30-1:45: Each group can work on their homework (recipes) or have a meeting for their responsibilities.
Sept. 13:
Human Resource Management: You are responsible for developing people within a business to meet the organizational objectives.
Workforce management (planning and scheduling)
Training and developing the staff
Performance management and staff appraisals (feedback)
Making sure that employees are being treated fairly
Your assignments:
Create a schedule that utilizes everyone in the class. That means that you will have to incorporate after school hours as well.
Communicate with your teachers the change of schedule.
Communicate with your classmates about the change of schedule and make sure that it is feasible for all that are involved.
Feedback is the most important aspect of any job. It is the way that we improve and the way that we learn new things about ourselves. You guys are the management this trimester. You will be evaluating performance in class and in the store. Write performance review questions that you can share with the class so that they know what they will be evaluated on. Operations, finance and marketing will all have different specific goals to meet, so decide what those are. Your goal is to train and develop a productive staff.
Operations: Your role in the store is providing the right goods and services in the right quantities and at the right quality level in a cost-effective and timely manner.
Keeping a reliable inventory to help with ordering the correct amount of product on a weekly basis.
Maintain positive relations with your outside vendors.
Ordering new product.
Having the money ready and the order ready on a weekly basis for your vendors.
Providing new and innovative ideas for product and delivery methods.
Your assignments:
On the product spreadsheets compare cost and price of our product. Prepare to discuss with your class any price changes you believe necessary. Make sure that our price is clearly written on the spreadsheets so that everyone knows the prices that we sell our merchandise.
Look at our mission statements that we developed last week, brainstorm a list of new products that you believe that we can sell in the store.
Work on "sourcing" these products (figuring out if it is feasible to have them in the store.)
Find a solution to our inventory tracking system. Research all Point of Sale Systems that you think are viable for our store and recommend a course of action to the rest of the class. (What materials will we need, how can we train people on the system, how expensive is it, etc.)
Create a list of phone numbers of your vendors and dates that they will come to our store. Schedule a staff member to be ready to meet them or order the correct products from them.
Marketing: Your role in the store is to communicate effectively (and respectfully) with the customers and potential customers of the school store. You are here to make the customers want to buy the products of our business.
Set clear organizational objectives that can be communicated internally and externally. They should also reflect the strategy of the organization.
Communicate with the community and inform them of our products.
Create new opportunities to sell product throughout the trimester.
Use creative ways to promote our products and brand throughout the community.
Your assignments:
Finalize our mission statement and store name. Make sure that our objectives match what the class believes in. Then publicize it to the broader community.
Identify new products that will be sold in the store. Create a market research survey for the parents and the Chirripo campus and the Arenal campus. What do each of these different consumers want and need? How will you provide that?
Create opportunities for your class to sell outside of the 15 minutes of snack. How do you make sure that it is fair?
Make sure that there is an adequate and effective promotion to convince customers to buy your product.
Utilize Facebook, Instagram, Weekly Update to inform customers of our products.
Finance: All business need money to finance their various activities and we are not any different. We need money for day to day activities, such as paying our suppliers and we need money to invest in new equipment or the aesthetics of the store.
Keep track of all money that comes in and out of the store by maintaining spreadsheets of daily income and of purchases.
Approve all large spending by generating a breakeven analysis. (I will teach you this.)
Maintain the "bank" with clear rules and regulations that you will create.
Present your accounting to the board of directors at the end of the trimester.
Your assignments:
Create a spreadsheet that shows daily income of store, monthly income of store and trimester income of store.
Create a spreadsheet that shows daily expenditures of the store.
Create a spreadsheet and accounting system for the "bank" of the store.
Create policies and procedures that will keep the money safe and secure during the trimester.
Train the rest of the class on the new policies and procedures.
Sept 7:
Content objective: Students will be able to define and analyze mission statements and vision statements of different companies and then write one for their store.
Vocabulary objective: Mission Statement: A simple declaration of the underlying purpose of an organization's existence and its core values. (What is our business?)
Vision Statement: An outline of an organization's aspirations (where it wants to be) in the distant future.
Look at the Vision and Mission Statements that have been posted around the room. Please get up and read them.
Choose one that resonates with you.
Write: Why did you choose this mission/vision statement? What words stood out to you in the text? Why?
Talk about your ideas with your partner. Then we will share as a class.
Writing a mission statement for our store:
Just as important as the mission statement is the process of writing the statement. This process helps a new or established business clarify questions such as:
What business are we really in?
What type of business do we want to be?
What is our target market?
What inspires us?
The writing process and the statement both provide clarity of purpose and motivation for business success.
Mission Statement Characteristics
A mission statement has the following key characteristics:
Visionary. Above all else, a mission statement offers a vision of what a business aspires to be. A visionary mission statement helps people understand what the business is about and how they can contribute to the achievement of the vision. Mission statements frequently contain wording such as “to be the best,” “the highest quality,” and “in the world.”
Broad. A company cannot be all things to all people, but a mission statement should not limit a company’s area of service or expertise too narrowly. Especially in the fast-paced world of e-commerce, customer needs, as well as customers, can change rapidly. A mission statement should be broad enough to allow the company to meet those needs without annual revisions of the statement. For example, the original mission of Classmates.com was to reunite classmates in American high schools. However, the business quickly found a market in colleges and universities as well, and then the military and the workplace. Soon Classmates.com found it was not in the classmates business, but rather in the personal networking business. CEO Michael Schutzer acknowledges that he would choose another name, and a broader mission, had he started the business today. “Our business is more than high school reunions,” he says. “It is a personal network for reconnecting people” (//Source:// Tom Taulli, “Dot-com Content That Works?” //CNETNews.com//, April 18, 2002).
Realistic. The broad vision needs to be tempered with realism so that it is both practical and workable. Mission statements that include everything or overpromise will not give a clear indication of what the business is about. A lofty, unrealistic mission statement will not have great credibility. Instead, the best statements are direct and powerful. For example, in October 2002 Microsoft changed its mission statement from “To empower people through great software—any time, any place, and on any device” to “To help people and businesses throughout the world realize their full potential.” The new mission statement is certainly broad enough, but is it realistic? Does it overpromise? Does it give any indication of what Microsoft is about? Most mission statement writers would think the new mission statement is a step backward, using the criteria listed here.
Motivational. You should write the statement in such a way that it inspires commitment among employees, customers, partners, and funding agencies about what this company will do or produce. Some organizations emphasize the inspirational value of their mission statement above all else, using it to express the company’s philosophy and values.
Short and concise. The mission statement should be no longer than 25 words. Some consultants recommend that the mission statement be short enough that an employee can easily remember it and readily repeat it. Similarly, the late management guru Peter Drucker suggested it should be able to fit on a T-shirt.
Easily understood. The statement should use plain language that is convincing and easy to understand. For example, a technology company’s mission statement should not include jargon or technology concepts that are unfamiliar to people outside the area. Consider using the “grandmother test” on your mission statement—would your grandmother understand what your company is about if she read your mission statement?
A good place to start is with the vision part of the statement. In a brainstorming session, conduct the following exercises to clarify what you and others want the business to be:
List 5 to 10 words or phrases that describe your business. Highlight the three most important.
List three to five words or phrases that describe the company’s ideal image from a customer’s point of view.
List three to five words or phrases that describe the company’s ideal image from a management and employee point-of-view.
Temper this vision with a focus on the purpose of the business:
List the market opportunities and/or customer needs that your company intends to address (e.g., the business’s value proposition).
Who are your customers? List the company’s primary and secondary target markets.
With your customers in mind, list each service or product your business will provide.
List three to five measures of your business’s success.
These exercises will provide you with the raw material necessary to write a mission statement and other parts of the e-business plan, as the parenthetical comments suggest.
Now that you have words and phrases from the group, the homework is to each write a mission statement for the store and we will work together to choose one next week that all the members of the class agree upon.
List of groups for this trimester:
Human Resources:
List of groups for this trimester:
Human Resources:
Mayan, Miliedy, Daniel, Henry
Operations:
Fausto, Joshua, Moritz and Samuel
Finance:
Jordan, Reed,
Marketing:
Seth, Hazel, Willa, Loona
Sept. 1:
Email list for Miss Amy to share financials
Intro To Business Agenda
Date/Time: Sept. 1, 2015 12:35-1:45
Location: Estudios Sociales
Objective: Train all associates on the policies and procedures of the Snack Stop. Set goals for next week's class.
12:35-12:50 Any necessary communication:
Schedule for deliveries: Pro comes every 2 weeks on Monday. Dipo comes on Wednesday to take the order and then delivers on Thursday.
Schedule for students. Any questions. Results from survey.
12:50 – 1:15: Role play scenarios at the school store. Money handling, working with guests, stocking the store, guest's first impression.
1:20-1:45: Talk about responsibilities for the different groups: Finance, Marketing, Operations and Human Resources.
June 23: Interviews
Schedule:
Jake Jacobs: Estudios Sociales
10:45: Alejandra
11:00: Samuel
11:15: Joshua
11:30 Henry
Daniel Courtney: Soyla
10:45 Seth
11:00: Mayan
11:15: Ana Barbara
11:30: Fausto
Matt Goldberg: Miss Erika's office
10:45: Rafaela
11:00: Sebastian
11:15: Willa
11:30: Hazel
Mr. Abel: His office
10:45: Mileidy
Make sure to be dressed and ready for your interview 5 minutes before your time. You will need to have your resume printed and ready to hand to the person that is interviewing you.
Here is the rubric that the interviewers will be using tomorrow:
When you are not interviewing: Work on CAS assignments
June 22: Finalize CAS homework.
June 21:
Interviews will be during Business on Friday from 10:45-11:55. Please bring business attire clothing and a clean copy of your resume.
I need your resume today in my inbox inorder to send a copy to the person that will be interviewing you. I will create a schedule tonight.
Need to finalize:
Financial: XERO entries, bank deposits, $ earned and where the donation is going to go.
Final money counts.
Presentation fro the 9th grade and schedule for the week that we are out. Presenting after lunch to the 9th grade and creating stations that will teach them aobut running the store.
Clean and organize store.
Call providers to let them know our schedule.
Reflection of work these last 2 weeks.
June 14:
David is your substitute!
Meditation for the first few minutes.
David will present a presentation of his work history and how he worked in the business world.
If there is time work on the store and also the presentation for the 9th grade.
Thanks and have fun!
June 9:
8-minute meditation
Finance work on counting money from last 2 days and enter pictures of receipts and receipts into Xero.
Compare the money made to the POS system.
Make presentation for the 9th grade.
Starting with tips to run a successful store.
What could your class have done better?
Human Resources: What was your job and how did you do it?
Scheduling. Reviews.
Operations: Names and Phone numbers of the vendors.
List of top 10 items in the store.
List of bottom 10 items sold in the store.
Storage/Order schedule/cleanliness.
POS System
Product
Finance: Xero document, how much change needs to be in the cash register, how to count in the morning and weekly, safe, deposits.
Marketing: Passwords for the different pages.
What worked and what didn't
Product
June 7:
Spark:
Create a list of 10 tips for the 9th grade to run a successful school store.
Finance: Sebastian, Rafa, Mayan, Seth, Samuel
Enter all necessary items into Xero. Teach Seth how to do it.
Write training manual for the 9th grade.
Count money
Tell me how much money we have made each week since the first of the trimester.
Operations: Joshua, Henry,
Clean and organize store.
Clean and organize bodega.
Order? How many more weeks and how many bags and boxes do we have to sell?
Top 10 items that we sell.
Human Resources:
Create an activity for tomorrow CCP class.
Give feedback to your team.
Marketing:
Create posters for the new products.
Post on Facebook and Instagram.
Team A and Team B will need to sit down and plan their weeks. What was successful and what needed work?
May 26:
Finance will meet with Sarah Starkey to train with her on Xero (Mayan, Sebastian, Rafaela) Create deposit for Jake to make to the bank.
Operations: Clean and organize the store. Let pro know that we will not be in school next week. Create an order for Dipo next week. Clean up the tablet. Create data charts from our sales.
Human Resources: Give feedback to workers in your group.
Marketing: reflection on the scavenger hunt. Did it work? Create posters to show what will be sold next week.
Team A: Reflection on this week and meeting
Team B: Create a schedule for next week and meet to hold people accountable.
May 24:
https://www.linkedin.com/pulse/11-active-learning-activities-your-business-class-renae-kuhl
Workshop on organizational charts.
May 16:
Science test for first 30 minutes. Then come and find me.
Activity:
SPARK:
What can I do today to make my group more efficient TODAY? Who can I communicate with in an effective and growth mindset manner in order to move my group forward?
Work in groups.
Finance group needs to tell us the revenue results from the first weeks of the trimester so we can see if the changes have made a difference and how the groups are working. Count money, update Xero, create deposit.
Marketing group update Facebook, Instagram, and Newsletter in order to promote the store. Create signs to promote the new products.
Human Resources group plan activity for tomorrow's class, make everyone is working effectively and efficiently. What are the groups doing well? What do they need to work on?
Operations group create orders for Pro and Dipo. There are very few nuts in the store. Clean and organize. Make sure that the tablet is updated. Create a working document on how to use the tablet.
May 9:
Human Resources activity.
The Elephant in the Room. Each group needs to address the reasons that they are not working together effectively.
https://www.mindtools.com/pages/article/team-building-communication.htm
Work in Groups of Team A and Team B.
Team A:
Focus on this week:
Create a team goal and write it down.
Figure out how you did the first week of the competition financially.
Schedule of offering posted in school and on Facebook for the week.
Make sure that everyone knows the schedule.
Make sure that everyone is aware and clear about what the team is doing and participating.
How are you communicating with each other? What is working and what is not working?
What do you need to order from your vendors?
How do you get the members of your team paid for their contributions?
How is your human resources team helping you become a better team?
Xero.
Team B:
Reflection of what worked and what didn't work for last week.
Figure out how you did the first week of the competition financially.
How was your teamwork last week? Did everyone work together to create success?
I saw that the store was not always covered after school. What happened and how do you make sure that doesn't happen next week?
Create your schedule for next week.
Create your product schedule for next week.
Figure out how you will communicate with the rest of the school so that it drives them to come to the store during snack and after school.
What products do you need?
Xero.
May 3:
Before the competition started the average week for the school store was 107,000.
Team A: Work on schedule for next week. Record your sales for last week.
Team B: Evaluate what is working and how your team is working together.
Operations: Enter product into the tablet. Order from Dipo if needed.
Marketing: Update facebook and snapchat. Send out a press release to the community about the school store changes.
Finance: Xero with Jennifer and count money.
Human Resources: Create feedback forms.
Mileidy: take the factura to Jennifer so that the school can pay the bill. If the hats are done then Jake will pick them up from Hang Ten.
April 28:
Team A can now send me a document about what went well, what stayed the same and what was successful.
Team B can work on a structured plan for next week that outlines their strategies. They can start their marketing to the community.
Fausto: Find the number that we are competing against. 4 weeks of sales revenue and divide by 4.
Willa: Marketing project for the hat.
Sebastian: Fill in Xero with Mayan and Rafa watching.
Mileidy: Operations. Make sure that Pro and Dipo come to the store.
How do we make sure that people don't steal the product in the surf bodega?
April 20: Competition Challenge
Team A: Week 1, Week 3, Week 5, Week 7, Week 9
Fausto, Mileidy, Ale, Ana Barbara, Samuel, Mayan, Willa
Team B: Week 2, Week 4, Week 6, Week 8, Week 10
Henry, Loona, Joshua, Daniel, Sebastian, Rafaela, Hazel, Seth
Competition Rules:
The team with the largest percentage increase over average weekly sales from last trimester will win a pizza lunch.
Each team will have an alternating 5 weeks time frame.
The store still needs to run smoothly so each person is assigned to a job of overall Marketing, Human Resources, Finance, and Operations.
In order to increase sales, teams are allowed to creatively look for other markets and new products.
The finance department will report earnings each week during class on Tuesday.
The operations department needs to make sure to keep the store stocked of the top 10 selling snacks in The Store.
Today:
Create a schedule for the store for next week only using the members of Team A. Send this schedule to the teachers.
Brainstorm ideas for increasing market share.
Decide on 2 or 3 items that your team can feasibly do for the upcoming week to increase sales and market share.
Create a plan to develop the products that involve all members of the team using their skill set and availability.
Create marketing initiatives that will help promote your new initiatives. (Advertisements, announcements, posters, interactive games, word-of-mouth, social media)
April 18:
SWOT analysis
SWOT Analysis: Strengths, Weaknesses, Opportunities, and Threats.
__https://www.youtube.com/watch?v=NVwQNOIu808__
Strengths: Internal factors that are favorable compared with competitors, examples are strong brand loyalty, highly skilled workers. Strengths help the business achieve its objectives. Strengths need to be developed and protected.
Weaknesses: Internal factors that are unfavorable when compared with rivals, they create competitive disadvantages. Weaknesses are therefore likely to prevent or delay the business from achieving its goals. To remain competitive, the business needs to reduce or remove its weaknesses.
Opportunities: External possibilities for future development, changes in the external environment that create favorable conditions fro a business.
Threats: External factors that hinder the prospects for an organization, they cause problems for the business.
SWOT analysis for this class:
Remember, a SWOT analysis is more than just listing internal and external factors. The next step is to analyze the factors and develop some strategies that we can implement in order to make our learning experience an enjoyable and productive one. In other words, address the following questions:
SWOT Analysis for you!
March 16:
Daniel presentation about logos.
Get ready for the Board of Directors presentation next week. Practice practice practice. Henry, Fausto, Willa, Sebastian, Mileidy.
Ana Barbara and Rafa finalize notecards for Miss Amy and class.
Operations clean and organize store.
Fausto and Willa will take on the role of organization along with introduction/conclusion and transitions.
Henry or Loona will talk about motivation.
Mayan or Hazel will talk about working with Xero and the way that they are keeping track of the money.
Joshua, Samuel or Ale will talk about operations and the struggle to keep inventory under control.
Rafa or Ana Barbara will talk about different strategies to develop a better team.
Sebastian or Miliedy will present the original artwork and the new product.
Seth will create all the graphs.
Daniel will bring the logo that he is presenting today.
March 10:
Loona and Henry presentations
Class will take notes because there will be a quiz on Tuesday about content.
Take the motivation test:
http://www.seemypersonality.com/personality.asp?p=Motivation-Test#q1
Brainstorm ways to motivate yourself in CAS.
Sebastian and Mileidy will lead the creative effort to design a surf board as a class.
Community interviews document for CAS. Homework for next week.
March 9:
Rafa and Ana Barbara with a 10 minute activity.
Loona will present her motivation theories to the class.
Class will take notes because we will have a quiz on Friday about her theories and Henry's.
Take the motivation test.
http://www.seemypersonality.com/personality.asp?p=Motivation-Test#q1
Ways to motivate myself in the upcoming weeks.
Willa and Fausto: Work on the Board of Directors presentation. Who will be working on the presentation? Meeting will be on the 21st.
Daniel: Logos and other promotional mix ideas.
Seth: Graphs graphs graphs.
Rafa and AB: Starter Game. Feedback cards. How to use Loona and Henry's motivation theories to motivate our groups with projects. mileidy and Sebastian need to order our hats and have our artwork complete with the class buy in. Seth needs to have graph information for Fausto and Willa. Daniel needs to have his logos and ideas for a promotional mix in a clear presentation by next Thursday. Mayan and Hazel need to have all the financial information ready for the board presentation. Operations needs to have clear data on inventory, what sells, what doesn't and how much do we order? So, how are they all doing?
Mileidy, Sebastian: Hats and art.
Operations: Fill store and take inventory and clean!!!
Feb. 28:
Stations:
Willa and Fausto: analyze data collected in order to make sure that the tablet is working correctly.
Create an outline of the questions that will be answered for the Board of Directors presentation along with a clear guide on how to answer these questions and by whom.
Daniel can work on promotional mix and logo. Make sure to have 3 different logos ready to show the class next Tuesday and explain how you came up with the logos, what they mean and why they fit the store.
Loona and Henry: can work on your presentations. Loona, yours is due on Tuesday next week and Henry yours is due Thursday, March 9th.
Seth can work on graphs of our best selling items for the presentation or another graph that the team would like to see.
Rafa and AB starter game for the class. Train any students that were not here on Friday on the tablet. Observe students that are working in group. Write your observations on feedback cards. Create a Human Resource plan for next trimester.
Ale, Joshua, and Samuel: Work in the store, create and show me the lists of items that need to be ordered based on specific facts from the tablet.
Creativity Station:
Mileidy, Sebastian and anyone else that wants to work on the hat logo. Look at logos created last week. Have at least 4 different logos that represent the class and have La Paz '19 inside them to show the class.
Listening station:
Operations team after counting. Use my computer.
Answer these questions:
Did you find this podcast inspirational and why?
What aspect of his story most interested you and why?
What connections can you make to your life?
What questions do you have about an aspect of the podcast that was business related? (example: sources of finance)
Feb. 24:
Stations:
If you need to work on your aspect of the business you may go and work on it today.
Daniel: work on promotional mix and logo. Make sure to have 2 different logos ready to show the class and explain how you came up with the logos and what they mean.
Loona and Henry: can work on your presentations. Loona, yours is due on Tuesday next week and Henry yours is due Thursday, March 9th.
Fausto can work with Willa to see if the system is working well. Spend snack using a paper tally system while the team uses the tablet. Then cross check the 2 systems. See where the problem lies.
Seth can work on graphs of our best selling items for the presentation or work on the artwork for the hat.
Rafa and AB can work on their feedback forms and start to give feedback.
Creativity Station:
Mileidy and anyone else that wants to work on the hat logo. Here is an inspirational site that you can use to spark your creativity but you should look up ideas yourself.
https://www.pinterest.com/search/pins/q=how%20to%20design%20a%20hat%20logo&rs=typed&term_meta[]=how%20to%20design%20a%20hat%20logo%7Ctyped
Or think about a new PE shirt and design. See if you can come up with a logo that the school will like and a shirt that will work for PE.
Listening station:
Operations team after counting. Use my computer.
Answer these questions:
Did you find this podcast inspirational and why?
What aspect of his story most interested you and why?
What connections can you make to your life?
What questions do you have about an aspect of the podcast that was business related? (example: sources of finance)
Feb. 16:
Marketing: Check in with Miss Amy. What are the new items and how are we creating the artwork?
Where is the surf wax?
Human Resources: Start the class with a group activity and then start creating the feedback cards for the students about their job performance.
Finance: After the opening activity check for understanding about how to count money after the day is over and why we are doing it this way.
Operations: Work with the team to find the best sellers and make sure that we are ordering for that demand. We need to have what people want on hand and stop ordering the items that people do not want. I want to see reports for the top 10 best sellers and how many on average that we sold this trimester. Then I want to see the bottom sellers as well. Create an order for next week with pro. Take inventory with Willa and Fausto.
Daniel: Show me the first 3 elements of your marketing mix tomorrow.
Seth: Show me your first graphs and let's talk about what is next!
Loona and Henry: Your presentation is due next week. Tell me how you are doing!
Feb. 9th:
Grand new plan! Thank you for your honest feedback about the class and your role in it!
Marketing: Sebastian and Mileidy
Your job: Promote new and existing products. Create new initiatives fro the store that will generate revenue. (example: wax or hats)
How you will do that:
Human Resources: Rafa and Ana Barbara
Your job: Create new schedule and communicate with teachers. Give one on one feedback to each member of the group.
Operations: Ale, Samuel and Joshua
Your job: organize store, order inventory, understand stock turnover and what are our best sellers, merchandising of the store, work with marketing to give the products that are selling the best to Daniel and the marketing team in order to be promoted.
How you will do that:
Finance: Mayan and Hazel and Seth
Your job: Maintain concise records of all monetary transactions
How will you do that?
Seth your job is to put all this into graphs and spreadsheets for our final Board of Directors presentation. I need to see a graph created every day that we have business about something related to finance and operations. (Or if you want to get creative HR or marketing...)
Loona and Henry (separately) will create a presentation for the 12th grade and 10th grade, including activities, due in 3 weeks about motivational theories:
Unmotivated workers are Unproductive:
https://www.youtube.com/watch?v=97efnL_xXXY
What is the difference between intrinsic and extrinsic motivation?
Research these motivational theorists separately and create a joint presentation about motivation to the 12th grade business class.
Fredrick Hertzberg: Loona
https://www.youtube.com/watch?v=KJ8ap4kWPxo&spfreload=10
John Stacey Adams: Loona
Daniel Pink: Henry
Abraham Maslow: Henry
Daniel: Promotional Mix
Create a promotional event for the school that enhances the positive image of The Store.
Promotional mix: Utilizes Above the Line Promotion (ATL) and Below the Line Promotion (BTL).
Above the line promotion: is any form of paid-for promotional method through independent mass media sources to promote a business.
Below the line promotion: is the use of non-mass media promotional activities, allowing the business to have direct control. No commission has been paid to external media agencies. Branding, Slogans, Logos, Packaging, Word-of-Mouth promotion, Direct marketing, Sales promotions, Point of Sale promotion, publicity.
When deciding how to come up with a promotional mix use the acronym AIDA:
Attention: The promotional mix should raise the awareness of the product by getting the attention of existing and potential customers.
Interest: The promotional mix should stimulate and keep customers interested, perhaps by using sales promotion or a memorable and interesting slogan.
Desire: The mix should generate a desire of feeling of "need" for the product.
Action: It is vital that the promotional mix encourages customers to take action. (Buy the product, use the voucher or coupon etc.)
Look at this power point and watch the videos that are attached. Generate a clear understanding of promotional mix and the vocabulary surrounding the concept today.
Create a document that you will share with Miss Amy of your notes and connections that you can make to The Store.
Seth:
Feb. 2: Marketing presentation about the surf wax?
New structure of Business Class.
8 students will run the store:
Finance:
Operations:
Human Resources:
Marketing:
8 students will understand the theory behind what we are doing:
Finance:
Operations:
Human Resources:
Marketing:
Human Resources Rubric: What will you be accountable for during class and in the store?
January 31:
Marketing:
Where specifically are you buying the hats from? (what company?)
How much do they cost?
How much is shipping?
How many are we buying?
What colors are you ordering?
What is your idea for the logo?
Do you have different ideas that you need to present to the class? Do you need help from the class or an outside source?
Who specifically is screen printing the hats?
Do you have a quote on how much the screen printing will be per unit?
Do you have the size or the area that can be screen printed?
How many colors can you use in the process? Do more colors change the price?
How much are you going to sell the hats for in The Store?
Are you planning on selling this item at other locations around the community in order to increase sales?
How will you promote this product to your customers or attract new customers?
What is your marketing plan?
Who is your market? What are their demographics? (age, ability to buy, other important traits)
What are you suggesting our product line should consist of? What do you believe will sell and why? How can you predict this? (Research, charts, graphs...)
January 26:
Human Resources will present in the beginning of class.
Marketing to talk about hat purchase...
Work in groups.
Human Resources: Overall goal is to improve productivity and efficiency through feedback, clear expectations and teambuilding exercises.
1. Resume observations.
2. Officially announce rules which apparently were not known. (No eating in Store, no phones in Store)3. Present rubric.
Marketing: Overall goal is to improve customer image of The Store while improving sales through increased customer numbers, better margin products and brand loyalty.
1.Start promoting the store again in social medias and work on our public image.
2.Find a company where we can buy our hats.
3. Decide the way we will attract more costumers.
4. Use the drawings that were generated by the class last week and work on creating a customized image that the class agrees upon.
Operations: Overall goal is to increase productivity and margins by sourcing product that is popular with customers and creating efficiency in inventory management.
• work with finance to understand inventory sales and profit
• Re- stock
• Update the tablet
• Call Dipo and Pro/ ask for new products/ confirm they're coming
• Clean The Store* Remerchandise The Store
Finance: Overall goal is to create systems that will track financials on a consistent basis and give a clear picture into the profitability of The Store.
Work on spreadsheets for daily and monthly cash flow, profit and loss statement, paid outs and inventory tracking with operations.
Count money.
Enter all transactions into Xero.
January 24:
Human Resources: Overall goal is to improve productivity and efficiency through feedback, clear expectations and teambuilding exercises.
1. Resume observations.
2. Officially announce rules which apparently were not known. (No eating in Store, no phones in Store)3. Present rubric.
Marketing: Overall goal is to improve customer image of The Store while improving sales through increased customer numbers, better margin products and brand loyalty.
1.Start promoting the store again in social medias and work on our public image.
2.Find a company where we can buy our hats.
3. Decide the way we will attract more costumers.
4. Use the drawings that were generated by the class last week and work on creating a customized image that the class agrees upon.
Operations: Overall goal is to increase productivity and margins by sourcing product that is popular with customers and creating efficiency in inventory management.
• Finish re- writing the boards
• Re- stock• Update the tablet• Call Dipo and Pro/ ask for new products/ confirm they're coming• Clean The Store
Finance: Overall goal is to create systems that will track financials on a consistent basis and give a clear picture into the profitability of The Store.
Work on spreadsheets for daily and monthly cash flow, profit and loss statement, paid outs and inventory tracking with operations.
Count money.
Enter all transactions into Xero.
January 17: Each Monday the business teams need to post a list of the items that they are working on...
Jan.12:
Human Resources:
Marketing:
- What are your new ideas to find and attract new customers, communicate with more people or encourage people to buy more in our store. Please put these together and prepare a presentation for the class for next Thursday.
- Decide what type of merchandise we are going to design art for: t-shirt, hat, mug etc. Create a power point to let the class know why you made that choice.
Operations:Finance:
Video for Samuel and Ana Barbara
https://www.youtube.com/watch?v=IQuYnADhuwo
Jan 9:
Operations: List sent by Willa
* Contact pro first thing Monday morning
* Contact Dipo and order for Thursday* Organize store once we have new products* Set up tablet (Tablet will be here next week...)* Meet up with finance about margins and potential new productsList updated by me:
Finance: Did not get list...
https://www.youtube.com/watch?v=IQuYnADhuwo
Marketing: List sent to me by Daniel.
This week Mileidy, Joshua, Sebastian, and I will be recovering the lost passwords of the stores social media accounts. Tuesday we will announce that students will no longer be able to chew gum on the campus. Thursday we will have a presentation ready to present in the beginning of class and also announce our suggestion box for new products.
List updated by me:
* Once you have recovered passwords, what are you going to do with the accounts?
Human Resources: Did not get list...
Jan. 5: This trimester each group will send me a list of jobs that they need to complete for the week. This is due every Monday by 3:00pm.
Operations:
Finance:
Marketing:
Human Resources: Henry,
*Create a rubric/performance appraisal for the students working in their groups during class and working in the store. How will you effectively give them feedback on their work? How will you give each other feedback? How will you communicate and hold each other accountable for your jobs?
Jan. 2: New groups:
New schedule:
Take time to review what the duties are of each group.
November 16: Homework: if you did not finish in class please send me your resume by Sunday November 19.
Resume building.
Give back feedback on each personal statement. Start google documents for their final resume each student needs to send it to me.
SKILLS What skills do you have that you can back up with actual knowledge.
So we are going to answer the question: What am I good at?
Choose one skill from each list or use your own.
Write them on your ribbon.
Then write a specific occasion that you have used these skills successfully.
Make concentric circles and we will start practicing your speeches for your interviews.
Joshua presentation
Work in groups
Nov. 3:
Finance:
Label Ziplock Bags (if we have them) and present new policy for ziplock bags if so
Recount money in register
Count money from past 2 days
Rewrite $40 sign to make it easier to follow.
Make new petty cash log.
Human Resources:
Go over feedback forms.
Understand the working day of the students in different groups, how will you give feedback to them during class?
Make sure that feedback is given directly. Meet with me on this...
Working conditions.
Operations:
Designate jobs again.
Joshua: write down your schedule on a calendar for the rest of the year with any holidays/days off or field trips that you know about. Understand how many boxes of chips we need to have on hand and create orders around that. Fausto will you help with this?
No bake items: Make the recipe that you have the ingrediants for.
To through the tablet and work with finance to understand if the POS system is working.
Marketing:
Look for new items that the store can carry.
Look at new ideas for selling merchandise at a different time or place.
What are the items that students want and what can you provide?
Look over the answers from the survey and see if there are any ideas there.
Instagram
Ana Barbara is still working on the video.
Oct. 27: If you haven't sent me your personal profile statement make sure to send it to me in the format below. We will print them out and work on them first thing in class tomorrow.
Then: Finance needs some help so I am going to allocate some workers to that team today.
Finance:
Count all bank money
Make new sign for “We do not accept under 25? or 50? colones”
Talk with operations about spending
Compare profit with operations
Label Ziplock Bags (if we have them) and present new policy for ziplock bags if so
Recount money in register
Count money from past 2 days
Rewrite $40 sign to make it easier to follow.
Make new petty cash log.
Human Resources:
Go over feedback forms.
Understand the working day of the students in different groups, how will you give feedback to them during class?
Make sure that feedback is given directly. Meet with me on this...
Working conditions.
Operations:
Designate jobs again.
Joshua: write down your schedule on a calendar for the rest of the year with any holidays/days off or field trips that you know about. Understand how many boxes of chips we need to have on hand and create orders around that. Fausto will you help with this?
No bake items: Which ones are you going to make and when will you bring the ingredients? This needs to be a priority as the store can use some new products.
Marketing:, I need a couple of you to help finance today. Ale, Loona, Willa and maybe Seth.
Ana Barbara, start working on your story.
Oct. 25: Homework: Send me your personal profile statement on a google doc Monday night.
Who I am.
What I have done.
Where I want to go.
Separate these lines by using blue for Who I am. Red for What I have done. Green for Where I want to go. Self-check that they are all there.
Next circle your adjectives. Work with a partner to make sure that your use of adjectives makes sense.
Proactive: (of a person, policy, or action) creating or controlling a situation by causing something to happen rather than responding to it after it has happened.
What happened yesterday?
Marketing team (Loona and Seth) to present their survey to the class in order to decide if the questions will meet our needs. Then they will post the survey for the community.
Ale and Willa will present their plan for promoting the store through Facebook and Instagram.
Ana Barbara will start work on her commercial.
Human Resource Team:
Create the performance reviews for the individual teams utilizing the job descriptions below and talking to each team to see what they are working on now.
job descriptions .docx
If you are still doing interviews with employees here is a survey that you can use if you would like. It will take much less time if you distribute a survey and then compile the information after.
Intro to Business Class Self Evaluation form.docx
Finance:
Henry, we need more envelopes. I haven't made it to AM yet to get the ziplock bags...
Count the money and enter the numbers into the spreadsheet.
Reconcile the orders with the receipts and fill out the petty cash log and reconcile.
Work with the operations team to see if we can compare inventory to the cash.
Income statement.
Operations:
Are we cooking today? If so, make sure to bring the ingredients.
Clean and organize store.
Reconcile inventory.
Work on new product ideas.
Oct. 20:
Adjective list for personal profile:
In Bilingual pairs look at the adjective list and make sure that everyone knows what the words on the page mean.
Seth-Mileidy, Jordan-Ana Barbara, Reed-Ale, Daniel-Loona, Reed-Samuel, Fausto-Hazel, Martina-Henry, Mayan-Joshua
Then look at the list and choose one or two words that you would use to describe yourself and why.
Now mingle around the room until I say stop. Find a partner. Take two minutes to find a word that describes them and why. Write it on their paper. Repeat.
Using these 3-4 words write a sentence about yourself that describes you, who you are in terms of your background and experience.
Writing CVs.
Today everyone will write your personal profile. The personal profile is located at the top of the CV right under your contact details.
This will give the reader (the person that will hire you) the sense that you are talking to them even if you are not in the room. You are pointing out the highlights of your resume.
It needs to be concise.
The first sentence should describe who you are; the second sentence should present a summary of your skills and experience and the final sentence should explain your personal career target.
It should be written in the first person.
Here is my example:
I am a highly motivated, hardworking manager and trainer with 19 years retail management experience. I have worked in fast-paced, high grossing retail environments. I am seeking a position where my skills will make a positive impact on the organization and the customers being served.
Examples of words that describe you:
able
highly skilled
highly motivated
knowledgeable
reliable
creative
hardworking
versatile
confident
flexible
competent
enthusiastic
effective
qualified
adaptable
energetic
creative
honest
innovative
organized
dependable
Oct. 13:
The Human Resources team will be presenting the performance review form and the expectations inside the store when working.
Operations:
Continue to work on how and when we will be selling homemade goods in the store.
Clean and restock the store.
Create order forms for Joshua and Moritz. Make sure that they are aware which days the different products are delivered and when they need to have the order and money ready for the delivery.
Work with the finance team to reconcile the inventory.
Work with your team to double check the inventory. (Samuel)
Human Resources:
After presentation create schedule of when the reviews will be done. Practice giving reviews to me. :)
Then work on reviews for during class in their groups.
Fiance:
Count money.
I am so sorry but you will need to count the money in the green bag again. Oh boy.
Update spreadsheets and reconcile inventory.
Make more envelopes.
Marketing:
Ana Barbara: work on commercial.
Seth and Loona: market research survey.
Ale: look for new products.
Oct. 11:
Homework due to me by the beginning of class. What is your role in your group? What are you in charge of and when will you be completing the job that you are assigned? How will you complete it?
Operations:
Send me the list of who is responsible for what jobs.
The plan for the new items should be rolled out today. Do you need to communicate with the other groups? Send me the google document with: Who will make the items. When will you make them? What you need to make the items and how they will be obtained. When will you sell them? How will you sell them? How will you promote them?
How are the relationships with our vendors? Do we need to restock any of our products? Do we need any different products? Where will you find them?
How is the new inventory system working? What is working? What are some challenges?
Do we have all prices in our system? What are our margins? Can we work with the vendors to bring them up?
Human Resources: Meeting with me.
You created your store review form. On Thursday you will present to the class your expectations and how it will be communicated and graded.
Complete your functions of business review forms. Marketing, Finance and Operations. I will make the HR form. This will be included in your presentation on Thursday.
The store is being left in a manner that is unacceptable. There are boxes all over, food left in bags, the tablet incorrectly put away and the money haphazardly counted. How will you handle this? Have you been observing during snack? What are the consequences?
Finance: How do you make sure that the employees in the store are held accountable for financial responsibility?
Spreadsheet for the petty cash done by Reed.
Financial policies that need to be reviewed by your HR team and agreed upon.
Count money from last week.
Income statement updated.
Spreadsheet for expenses and income updated.
On weeks that we do not have 2 hours, during lunch one day the finance team needs to count the money.
Meet with Operations to discuss new products.
Marketing:
Seth and Loona: Market research questions due today. Need to meet with Martina to make sure that operations signs off on the information needed.
Willa and Ale: They have sent me an update about how and when the facebook page and Instagram will be updated. Need to create accounts and start working on content. Meet with a member of operations to understand the new direction of the product and when to expect it to start.
AB: Work on commercial for the store.
Oct. 6:
Intro To Business Agenda
Date/Time: Oct. 6, 2016 12:35-1:45
Location: Estudios Sociales
Objective: Students will work in groups to fulfill responsibilities of the business function.
12:35-12:45 Any necessary communication:
Finance will go over the necessary steps to count the money. Daniel will need to decide if he is comfortable with the situation now.
Each person should have something that they do over the course of the week to move the school store forward. This is your homework. Are you working on your tasks for the store outside of class? What is your responsibility during the week?
Any questions?
12:45- 1:45: Each group will work to further their responsibilities in the school store while collaboratively making a clear to-do list that we can use in future agendas. Assignment for the day: Create a list of items that your group needs to complete in the upcoming weeks with names of people responsible and dates to be completed by.
Operations: Essential question: Which products are going to be feasible to carry in the store on an ongoing basis? What ingredients do we need? How will we buy them? When will we make them? Who will make them? How will we sell them?
Create a plan for the above questions.
How are the relationships with our vendors? Do we need to restock any of our products? Do we need any different products? Where will you find them?
How is the new inventory system working? What is working? What are some challenges?
Do we have all prices in our system? What are our margins?
Finance:
Meeting with Sarah Starkey. Make sure to come to class with the money and the totals from the end of last week.
Items to discuss with her:
1. How to keep track of the money made every week.
2. Where to deposit the money that we make every week.
3. Is there a way to interface the operations system with the finance system?
4. See if she can help with the income statement.
Create an income statement that shows our REVENUE and our Cost of Goods Sold and our Gross Profit.
Count money from this week and reconcile with the operations team's numbers.
Create a document that outlines the procedures for the money in the school store.
Upcoming items for finance: balance sheet and cash flow documents.
Marketing:
Your essential questions are: What are other ways that businesses speak to customers? Who is your audience?
Market research. Create a survey that the students can fill out in order to find other products that they would like to see in the store.
Working with operations, which recipes were the best for the store? What prices did you decide to charge?
How do you start the year with a store presence in our community? What do you think that they want to know or hear about your store? What have you done so far that is newsworthy? How do you communicate with your audience? (What platforms and in what way?)
Human Resources:
Your essential question: How do you give feedback to the other students in your class consistently and without bias?
Create a performance appraisal form that is for working in the school store and a performance appraisal form that is for working in groups. These need to be created in google docs and you will need to do a presentation next week to make sure everyone knows what they are going to be reviewed on.
Create a schedule for your team to observe and give feedback to the other members of your class.
Sept. 27:
Don't forget your homework. Bring a recipe that you would like to use to sell at the school store.
Intro To Business Agenda
Date/Time: Sept. 27, 2016 12:35-1:45
Location: Soyla
Objective: Work in groups to fulfill responsibilities of the business function.
12:35-12:45 Any necessary communication:
We will be going on a field trip Thursday, Sept. 29 to my house. Hand in your recipes Tuesday that you believe that we can make AT SCHOOL. We will make these at my home on Thursday. (This means no bake recipes.) You will need to know the ingredients and the amount necessary.
Any questions?
12:45- 1:45: Each group will work to further their responsibilities in the school store while collaboratively making a clear to-do list that we can use in future agendas. Assignment for the day: Create a list of items that your group needs to complete in the upcoming weeks with names of people responsible and dates to be completed by.
Operations:
Accumulate all the recipes and decide which we will make at Miss Amy's house on Thursday. Create a grocery list for Miss Amy. Are there any special needs to think of with the new recipes? What do we need at school to be able to make these? How will we schedule the time? Who will be responsible? Are these recipes feasible?
How are the relationships with our vendors? Do we need to restock any of our products? Do we need any different products? Where will you find them?
How is the new inventory system working? What is working? What are some challenges?
Do we have all prices in our system? What are our margins?
Finance:
Count all the money that we have for Sarah. Then make sure that we have the final numbers Friday night that are exactly what we have on hand in the store and the bank. We also need to be ready with our numbers for Sarah next Thursday when you have a meeting with her about the new financial system.
Create an income statement that shows our REVENUE and our Cost of Goods Sold and our Gross Profit.
Understand this link:
http://smallbusiness.chron.com/figuring-out-prices-baked-goods-74641.html, before Thursday so that you are ready to figure out costs. Make sure to have calculators, computers and paper to do this job.
Marketing:
Your essential questions are: What are other ways that businesses speak to customers? Who is your audience?
How do you start the year with a store presence in our community? What do you think that they want to know or hear about your store? What have you done so far that is newsworthy? How do you communicate with your audience? (What platforms and in what way?)
Human Resources:
Your essential question: How do you give feedback to the other students in your class consistently and without bias?
Create a performance appraisal form that is for working in the school store and a performance appraisal form that is for working in groups.
Sept. 22:
Intro To Business Agenda
Date/Time: Sept. 22, 2016 12:35-1:45
Location: Estudios Sociales
Objective: Train all associates on financial best practices and train all associates on the new Point of Sale system that the operations team has put into place.
12:35-12:45 Any necessary communication:
We will be going on a field trip next Thursday, Sept. 29 to my house. Homework for Tuesday is to find a recipe that you believe that we can make AT SCHOOL to make at my home. (This means no bake recipes.) You will need to know the ingredients and the amount necessary so that on Tuesday we can create a shopping list of all we will need.
Any questions?
12:50 – 1:10: Financial team will give a presentation on how to close the "register" after each snack period.
1:10-1:30: Operations team will introduce the class to the new inventory system. How does it work? What are the policies surrounding the equipment? What is your role when using the system?1:30-1:45: Each group can work on their homework (recipes) or have a meeting for their responsibilities.
Sept. 13:
Human Resource Management: You are responsible for developing people within a business to meet the organizational objectives.
Your assignments:
Create a schedule that utilizes everyone in the class. That means that you will have to incorporate after school hours as well.
Communicate with your teachers the change of schedule.
Communicate with your classmates about the change of schedule and make sure that it is feasible for all that are involved.
Feedback is the most important aspect of any job. It is the way that we improve and the way that we learn new things about ourselves. You guys are the management this trimester. You will be evaluating performance in class and in the store. Write performance review questions that you can share with the class so that they know what they will be evaluated on. Operations, finance and marketing will all have different specific goals to meet, so decide what those are. Your goal is to train and develop a productive staff.
Operations: Your role in the store is providing the right goods and services in the right quantities and at the right quality level in a cost-effective and timely manner.
Your assignments:
On the product spreadsheets compare cost and price of our product. Prepare to discuss with your class any price changes you believe necessary. Make sure that our price is clearly written on the spreadsheets so that everyone knows the prices that we sell our merchandise.
Look at our mission statements that we developed last week, brainstorm a list of new products that you believe that we can sell in the store.
Work on "sourcing" these products (figuring out if it is feasible to have them in the store.)
Find a solution to our inventory tracking system. Research all Point of Sale Systems that you think are viable for our store and recommend a course of action to the rest of the class. (What materials will we need, how can we train people on the system, how expensive is it, etc.)
Create a list of phone numbers of your vendors and dates that they will come to our store. Schedule a staff member to be ready to meet them or order the correct products from them.
Marketing: Your role in the store is to communicate effectively (and respectfully) with the customers and potential customers of the school store. You are here to make the customers want to buy the products of our business.
Your assignments:
Finalize our mission statement and store name. Make sure that our objectives match what the class believes in. Then publicize it to the broader community.
Identify new products that will be sold in the store. Create a market research survey for the parents and the Chirripo campus and the Arenal campus. What do each of these different consumers want and need? How will you provide that?
Create opportunities for your class to sell outside of the 15 minutes of snack. How do you make sure that it is fair?
Make sure that there is an adequate and effective promotion to convince customers to buy your product.
Utilize Facebook, Instagram, Weekly Update to inform customers of our products.
Finance: All business need money to finance their various activities and we are not any different. We need money for day to day activities, such as paying our suppliers and we need money to invest in new equipment or the aesthetics of the store.
Your assignments:
Create a spreadsheet that shows daily income of store, monthly income of store and trimester income of store.
Create a spreadsheet that shows daily expenditures of the store.
Create a spreadsheet and accounting system for the "bank" of the store.
Create policies and procedures that will keep the money safe and secure during the trimester.
Train the rest of the class on the new policies and procedures.
Sept 7:
Content objective: Students will be able to define and analyze mission statements and vision statements of different companies and then write one for their store.
Vocabulary objective:
Mission Statement: A simple declaration of the underlying purpose of an organization's existence and its core values. (What is our business?)
Vision Statement: An outline of an organization's aspirations (where it wants to be) in the distant future.
Look at the Vision and Mission Statements that have been posted around the room. Please get up and read them.
Choose one that resonates with you.
Write: Why did you choose this mission/vision statement? What words stood out to you in the text? Why?
Talk about your ideas with your partner. Then we will share as a class.
Writing a mission statement for our store:
Just as important as the mission statement is the process of writing the statement. This process helps a new or established business clarify questions such as:
- What business are we really in?
- What type of business do we want to be?
- What is our target market?
- What inspires us?
The writing process and the statement both provide clarity of purpose and motivation for business success.Mission Statement Characteristics
A mission statement has the following key characteristics:
- Visionary. Above all else, a mission statement offers a vision of what a business aspires to be. A visionary mission statement helps people understand what the business is about and how they can contribute to the achievement of the vision. Mission statements frequently contain wording such as “to be the best,” “the highest quality,” and “in the world.”
- Broad. A company cannot be all things to all people, but a mission statement should not limit a company’s area of service or expertise too narrowly. Especially in the fast-paced world of e-commerce, customer needs, as well as customers, can change rapidly. A mission statement should be broad enough to allow the company to meet those needs without annual revisions of the statement. For example, the original mission of Classmates.com was to reunite classmates in American high schools. However, the business quickly found a market in colleges and universities as well, and then the military and the workplace. Soon Classmates.com found it was not in the classmates business, but rather in the personal networking business. CEO Michael Schutzer acknowledges that he would choose another name, and a broader mission, had he started the business today. “Our business is more than high school reunions,” he says. “It is a personal network for reconnecting people” (//Source:// Tom Taulli, “Dot-com Content That Works?” //CNETNews.com//, April 18, 2002).
- Realistic. The broad vision needs to be tempered with realism so that it is both practical and workable. Mission statements that include everything or overpromise will not give a clear indication of what the business is about. A lofty, unrealistic mission statement will not have great credibility. Instead, the best statements are direct and powerful. For example, in October 2002 Microsoft changed its mission statement from “To empower people through great software—any time, any place, and on any device” to “To help people and businesses throughout the world realize their full potential.” The new mission statement is certainly broad enough, but is it realistic? Does it overpromise? Does it give any indication of what Microsoft is about? Most mission statement writers would think the new mission statement is a step backward, using the criteria listed here.
- Motivational. You should write the statement in such a way that it inspires commitment among employees, customers, partners, and funding agencies about what this company will do or produce. Some organizations emphasize the inspirational value of their mission statement above all else, using it to express the company’s philosophy and values.
- Short and concise. The mission statement should be no longer than 25 words. Some consultants recommend that the mission statement be short enough that an employee can easily remember it and readily repeat it. Similarly, the late management guru Peter Drucker suggested it should be able to fit on a T-shirt.
- Easily understood. The statement should use plain language that is convincing and easy to understand. For example, a technology company’s mission statement should not include jargon or technology concepts that are unfamiliar to people outside the area. Consider using the “grandmother test” on your mission statement—would your grandmother understand what your company is about if she read your mission statement?
Purma Top Gift’s mission statement reflects most, if not all, of these characteristics: “The mission of Purma Top Gifts is to be the world’s premier retailer of top-quality Purma-made gifts and souvenirs.”http://wps.prenhall.com/bp_turban_introec_3/167/42819/10961828.cw/index.html
A good place to start is with the vision part of the statement. In a brainstorming session, conduct the following exercises to clarify what you and others want the business to be:
- List 5 to 10 words or phrases that describe your business. Highlight the three most important.
- List three to five words or phrases that describe the company’s ideal image from a customer’s point of view.
- List three to five words or phrases that describe the company’s ideal image from a management and employee point-of-view.
Temper this vision with a focus on the purpose of the business:- List the market opportunities and/or customer needs that your company intends to address (e.g., the business’s value proposition).
- Who are your customers? List the company’s primary and secondary target markets.
- With your customers in mind, list each service or product your business will provide.
- List three to five measures of your business’s success.
These exercises will provide you with the raw material necessary to write a mission statement and other parts of the e-business plan, as the parenthetical comments suggest.Now that you have words and phrases from the group, the homework is to each write a mission statement for the store and we will work together to choose one next week that all the members of the class agree upon.
List of groups for this trimester:
Human Resources:
List of groups for this trimester:
Human Resources:
Mayan, Miliedy, Daniel, Henry
Operations:
Fausto, Joshua, Moritz and Samuel
Finance:
Jordan, Reed,
Marketing:
Seth, Hazel, Willa, Loona
Sept. 1:
Email list for Miss Amy to share financials
Intro To Business Agenda
Date/Time: Sept. 1, 2015 12:35-1:45
Location: Estudios Sociales
Objective: Train all associates on the policies and procedures of the Snack Stop. Set goals for next week's class.
12:35-12:50 Any necessary communication:
Schedule for deliveries: Pro comes every 2 weeks on Monday. Dipo comes on Wednesday to take the order and then delivers on Thursday.
Schedule for students.Any questions.
Results from survey.
12:50 – 1:15: Role play scenarios at the school store. Money handling, working with guests, stocking the store, guest's first impression.
1:20-1:45: Talk about responsibilities for the different groups: Finance, Marketing, Operations and Human Resources.August 30
Icebreaker: This or That
Snack Stop Mission Statement:
To reliably provide healthy snacks and spirit gear in order to energize the school and its broader community.
Proporcionar en forma confiable meriendas saludables y un equipo de espirita escolar con el proposito de entusiasmar la escuela y su amplia comunidad.
Compile answers on board.
Go to store and clean, organize and role play customer service scenarios.
Create a schedule. Send the information to the teachers.
Expectations